CRM Newsletter For Email Campaigns

Producing effective email campaigns at the right time could bring the immediate success for your business. All you need to do is, stick on the basic plans and execute it on time. And utilizing the CRM newsletter for the email campaign could be beneficial for your business to easily grow.

So if you’re using WP ERP’s CRM module, and want to create an email campaign triggering your CRM contact, you can easily perform that. Hence, by integrating weMail with WP ERP, you can utilize your CRM contacts and send beautiful email campaigns swiftly.

However, let’s see how to easily you can utilize CRM newsletter of your CRM contact and create an campaign with weMail.

Install & Activate WP ERP

First, of all you need to go through the basic installation process of WP ERP.

So navigate to your WordPress site and add the WP ERP plugin. To help you out, here is the guide for the installation process of WP ERP.

After installing it, you’ll get a setup wizard. Here it is!

CRM Newsletter

Click on the Let’s go button to get started. So complete the basic requirements and click on the Continue button.

ERP installation process

Activate the modules that you’ll need!

ERP Modules

Now the interesting part comes in. Here you’ll get an option called E-Marketing. If you’re already using weMail, then you just need to click the Continue button. Or if you’re a new user, you must install weMail plugin on your WordPress site.

CRM newsletter

After that add your departments.

ERP Department

Similarly, add designations and hit the continue button.

Add designation

Add working days and finally go to the WP ERP dashboard!

CRM newsletter

Note:- If you’re already using WP ERP, only you need to install & activate weMail. And the rest of the parts is almost the same.

Install & Activate weMail

Now the important part comes in. After installing WP ERP successfully, next you’ll need to configure the weMail. To do that you need to install the weMail on your WordPress site.

Here you can install weMail in two ways.

  • Existing users:- Simply add your old credentials and start managing your subscribers with WP ERP
  • New User:- Create a new account and then add it with the WP ERP
CRM newsletter

To get started with the weMail using the weMail onboarding criteria, check out the official documentation here👈

Let’s say you’re an existing user, so click on the Existing user button to continue. And insert the user ID and Password!

CRM newsletter

After inserting the ID & Pass, you’ll get a activation code to continue with weMail. So check out your email and paste the code here.

Verifying Code

Hurrah! You’ve successfully integrated weMail with WP ERP. Now simply fill out the formalities carefully.

Well, to send email campaigns, you’ll need to add an Email Gateways. So select the preferred gateways from here & click on the continue button.

👉 To know details about the installation process check out the documentation here.

Connect weMail with WP ERP CRM

Now navigate to the weMail>Settings>ERP CRM Contacts.

Integrating CRM

Now enable Auto Import & Import contacts with CRM Contact Groups. After that click on the Sync button and hit the save button.

Note: Selecting the preferred list (list C), all your CRM contacts will be added to that list

Enabling CRM contact sync

Now navigate to the WP ERP CRM>Contacts. There are four contacts as you can see.

CRM newsletter

So as you synced all your CRM contact with weMail, they will easily add with your weMail list (List-C).

Creating CRM newsletter

So that’s it! This is how you can easily sync all your contacts to weMail subscriber lists. Now it’s time to create your first campaign with weMail. Check out below!

👉 Create a Campaign Using CRM Newsletter with weMail

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